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  • Peoria, Illinois: Where It All Began

    Our Peoria team members use their Midwestern work ethic to build wealth strategies from the bottom up, right from our home in Central Illinois.

Mike Gilles David Vaughan Investments

Michael "Mike" P. Gilles Investment Accountant

Peoria, IL
309-685-0033
mgilles@dviinc.com
Michael Price David Vaughan Investments

Michael "Mike" A. Price VP, Risk Management & Chief Compliance Officer, Partner

Peoria, IL
309-685-0033
mprice@dviinc.com
Mitch Zippay David Vaughan Investments

Mitchell "Mitch" A. Zippay Senior Accounting Manager, Partner

Peoria, IL
309-685-0033
mzippay@dviinc.com

Paige E. Sweet Client Services Associate

Peoria, IL
309-685-0033
psweet@dviinc.com
Pat Smarjesse David Vaughan Investments

Patrick J. Smarjesse Senior Vice President, Partner

Peoria, IL
309-685-0033
pat@dviinc.com
Shinae Banks David Vaughan Investments

ShinAe Banks Administrative Client Services & Front Office Associate

Peoria, IL
309-685-0033
sbanks@dviinc.com
Stephanie Ricketts David Vaughan Investments

Stephanie A. Ricketts Managing Director, Relationship Mgmt. & Client Svcs. Partner

Peoria, IL
309-685-0033
sricketts@dviinc.com
Steve Hinrichs David Vaughan Investments

Stephen "Steve" K. Hinrichs Senior Vice President, Investment Strategy, Partner

Peoria, IL
309-685-0033
shinrichs@dviinc.com
Todd Sheridan David Vaughan Investments

Todd M. Sheridan Vice President, Portfolio Management & Research, Partner

Peoria, IL
309-685-0033
todd@dviinc.com

Zachery "Zack" R. Morgenstern Relationship Manager

Peoria, IL
309-685-0033
zmorgenstern@dviinc.com
Will Williams David Vaughan Investments

Lawrence "Will" Williams IV Chairman, President & Chief Executive Officer, Partner

Peoria, IL and Winter Park, FL
309-685-0033
will@dviinc.com

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Peoria Office

5823 North Forest Park Drive
Peoria, IL  61614-3500

Florida Office

399 Carolina Avenue, Suite 110
Winter Park, FL  32789-3150

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David Vaughan Investments, LLC is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. DVI was established in 1977 as a sole proprietorship, restructured into an S Corporation in 1991, and recently merged into a new Delaware LLC in September of 2017. The information provided on the DVI website is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.

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